+853.4%
AMD vs OPEN
-87.8%
+941.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -6.4% | +21.2% | +15.7% |
| 7D | +6.5% | -24.7% | +31.2% | +10.0% |
| 30D | -15.3% | -41.0% | +25.7% | -9.6% |
| 3M | +9.7% | -62.4% | +72.1% | +24.8% |
| 6M | +13.2% | -73.9% | +87.0% | +34.9% |
| YTD | +140.6% | -77.5% | +218.1% | +189.8% |
| 1Y | +111.2% | -83.6% | +194.7% | +164.7% |
| 3Y | +334.4% | -37.0% | +371.5% | +241.9% |
| 5Y | +268.3% | -93.3% | +361.6% | +268.8% |
| All | +853.4% | -87.8% | +941.2% | +785.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling